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Vanguard S&P 500 ETF
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Overview Fund Activity

680 hedge funds and large institutions have $31.3B invested in Vanguard S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 322 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+48
Holders Change %
+7.59%
% of All Funds
16.95%
Holding in Top 10
153
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.68%
% of All Funds
3.81%
New
81
Increased
322
Reduced
173
Closed
29
Calls
$39.6M
Puts
$66.3M
Net Calls
-$26.8M
Net Calls Change
-$22.3M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.01B
2
MML Investors Services
MML Investors Services
Massachusetts
+$356M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
5
Ameriprise
Ameriprise
Minnesota
+$122M

Top Sellers

1
Citigroup
Citigroup
New York
-$334M
2
PPA
Parametric Portfolio Associates
Washington
-$257M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$220M
4
IL
Investure LLC
Virginia
-$211M
5
CI
Clal Insurance
Israel
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
551
Savant Capital
Illinois
$296K – – –
PPCM
552
Pillar Pacific Capital Management
California
$292K -$34.6K -160 -11%
MWM
553
Mascoma Wealth Management
New Hampshire
$288K – – –
LNC
554
Lincoln National Corp
Pennsylvania
$287K +$433 +2 +0.2%
CAM
555
Cidel Asset Management
Ontario, Canada
$285K – – –
FC
556
FCA Corp
Texas
$283K – – –
AF
557
Allworth Financial
California
$280K -$189K -876 -40%
NGA
558
Naples Global Advisors
Florida
$279K – – –
BHIA
559
Birch Hill Investment Advisors
Massachusetts
$273K +$19.9K +92 +8%
ACM
560
Azimuth Capital Management
Michigan
$273K +$20.1K +93 +8%
FMWA
561
Forvis Mazars Wealth Advisors
Missouri
$271K +$13.4K +62 +5%
NAMP
562
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$267K -$173K -800 -39%
VWA
563
V Wealth Advisors
Kansas
$266K -$868K -4,017 -77%
FSA
564
Financial Sense Advisors
California
$266K +$6.93K +32 +3%
DMC
565
Drexel Morgan & Co
Pennsylvania
$262K +$8.66K +40 +3%
CA
566
Cornerstone Advisory
Maryland
$261K +$261K +1,206 New
CC
567
Capital Counsel
New York
$260K – – –
LWA
568
Lenox Wealth Advisors
New York
$260K – – –
SWA
569
SFMG Wealth Advisors
Texas
$260K +$7.13K +33 +3%
WSCM
570
Wellington Shields Capital Management
New York
$256K – – –
SFP
571
Shepherd Financial Partners
Massachusetts
$256K +$24.6K +114 +11%
JGUA
572
John G. Ullman & Associates
New York
$256K +$256K +1,183 New
AWM
573
Altavista Wealth Management
North Carolina
$253K +$253K +1,170 New
CPO
574
Cerity Partners OCIO
New York
$252K +$24.7K +114 +11%
MCM
575
McRae Capital Management
New Jersey
$249K – – –
21 22
23
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